LPWM LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LPWM LLC’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$657K	Buy	5,291 +287	+6%	+$34.6K	0.15%	66
2026 Q1	$533K	Buy	5,004 +124	+3%	+$14.1K	0.13%	63
2025 Q4	$577K	Buy	4,880 +880	+22%	+$104K	0.15%	65
2025 Q3	$468K	Hold	4,000	–	–	0.13%	60
2025 Q2	$425K	Hold	4,000	–	–	0.12%	60
2025 Q1	$361K	Hold	4,000	–	–	0.12%	59
2024 Q4	$402K	Sell	4,000 -28	-0.7%	-$2.75K	0.13%	58
2024 Q3	$373K	Buy	4,028 +28	+0.7%	+$2.54K	0.12%	56
2024 Q2	$378K	Hold	4,000	–	–	0.13%	55
2024 Q1	$333K	Buy	4,000 +520	+15%	+$41.9K	0.12%	54
2023 Q4	$256K	Buy	+3,480	New	+$246K	0.1%	62

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LPWM LLC's IWF Position: Q2 2026 in Review

LPWM LLC increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q2 2026, buying an estimated $34.6K and bringing the position to 5,291 shares worth $657K. The position accounts for 0.15% of the portfolio, ranked #66.

LPWM LLC first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

LPWM LLC held 5,291 shares of iShares Russell 1000 Growth ETF worth $657K as of Q2 2026.
LPWM LLC bought 287 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $34.6K.
iShares Russell 1000 Growth ETF made up 0.15% of LPWM LLC's portfolio in Q2 2026, its #66 holding.
LPWM LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.